Inovio Pharmaceuticals, Inc.
INO- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001055726
No open-market purchases or sales by Inovio Pharmaceuticals, Inc. insiders were filed in the last 90 days; 101 institutions reported holding it in 13F filings for Q2 2026, worth $36.1M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Inovio Pharmaceuticals, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 127
- −6 vs. Q2 2023
- Shares held
- 55.5M
- −16.2M (−22.6%) vs. Q2 2023
- Total value
- $21.6M
- −$10.4M (−32.5%) vs. Q2 2023
- New holders
- 16
- 24 more added
- Sold out
- 22
- 45 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 101 | $36.1M |
| Q1 2026 | 99 | $54.6M |
| Q4 2025 | 101 | $57.5M |
| Q3 2025 | 99 | $48.4M |
| Q2 2025 | 103 | $20.7M |
| Q1 2025 | 108 | $22.2M |
| Q4 2024 | 105 | $24.4M |
| Q3 2024 | 98 | $49.5M |
| Q2 2024 | 96 | $65.1M |
| Q1 2024 | 89 | $56.4M |
| Q4 2023 | 116 | $25.7M |
| Q3 2023 | 127 | $21.6M |
| Q2 2023 | 135 | $32.1M |
| Q1 2023 | 177 | $99.8M |
| Q4 2022 | 186 | $198.5M |
| Q3 2022 | 183 | $200.0M |
| Q2 2022 | 185 | $196.2M |
| Q1 2022 | 201 | $330.4M |
| Q4 2021 | 209 | $428.9M |
| Q3 2021 | 213 | $554.9M |
| Q2 2021 | 211 | $683.1M |
| Q1 2021 | 219 | $693.7M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Inovio Pharmaceuticals, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 2 | $0 | 0.00% | −2,081−99.9% | Reduced |
| Hantz Financial Services, Inc. | 107 | $0 | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 720 | $0 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $0 | 0.00% | +50 | New |
| Bogart Wealth, LLC | 5 | $2 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $3 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6 | $3 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 17 | $7 | 0.00% | +17 | Added |
| GPS Wealth Strategies Group, LLC | 50 | $19 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 57 | $22 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 63 | $25 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 94 | $37 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 100 | $39 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $39 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 158 | $61 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 175 | $68 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 192 | $75 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 225 | $88 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 250 | $97 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 250 | $97 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 375 | $146 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 500 | $195 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 660 | $254 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 700 | $272 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 752 | $292 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 900 | $350 | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 900 | $350 | 0.00% | +900 | New |
| Blume Capital Management, Inc. | 1,000 | $389 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,070 | $412 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,244 | $484 | 0.00% | +1,244 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,274 | $495 | 0.00% | +1,274 | New |
| Parallel Advisors, LLC | 1,280 | $498 | 0.00% | +1,280 | New |
| US Bancorp | 2,550 | $992 | 0.00% | 00.0% | Unchanged |
| City State Bank | 2,200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 2,750 | $1.07K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,439 | $1.34K | 0.00% | −1,423−29.3% | Reduced |
| S.A. Mason LLC | 3,750 | $1.46K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,600 | $1.79K | 0.00% | −1,400−23.3% | Reduced |
| Covestor Ltd | 4,002 | $2.00K | 0.00% | −304−7.1% | Reduced |
| Cubist Systematic Strategies, LLC | 6,034 | $2.35K | 0.00% | +6,034 | New |
| China Universal Asset Management Co., Ltd. | 6,885 | $2.68K | 0.00% | +3,441+99.9% | Added |
| Rhumbline Advisers | 7,661 | $2.98K | 0.00% | −16,206−67.9% | Reduced |
| Valley National Advisers Inc | 7,655 | $3.00K | 0.00% | −8,330−52.1% | Reduced |
| Credit Agricole S A | 8,000 | $3.11K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 10,000 | $3.89K | 0.00% | −1,000−9.1% | Reduced |
| IFG Advisory, LLC | 10,000 | $3.89K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,000 | $3.89K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 10,000 | $3.89K | 0.00% | +10,000 | New |
| Means Investment Co., Inc. | 10,013 | $3.90K | 0.00% | +10,013 | New |
| Farther Finance Advisors, LLC | 10,455 | $4.07K | 0.00% | +250+2.4% | Added |
| BNP Paribas Arbitrage, SA | 11,211 | $4.36K | 0.00% | −166,983−93.7% | Reduced |
| Stifel Financial Corp | 12,329 | $4.80K | 0.00% | −700−5.4% | Reduced |
| Two Sigma Advisers, LP | 13,200 | $5.13K | 0.00% | −463,600−97.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 13,250 | $5.16K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 13,277 | $5.17K | 0.00% | +1,670+14.4% | Added |
| Tiaa Trust, National Association | 14,348 | $5.58K | 0.00% | +14,348 | New |
| Creative Planning | 14,385 | $5.60K | 0.00% | −3,573−19.9% | Reduced |
| GTS Securities LLC | 14,725 | $5.73K | 0.00% | +14,725 | New |
| Raymond James & Associates | 15,480 | $6.02K | 0.00% | +200+1.3% | Added |
| LPL Financial LLC | 15,553 | $6.05K | 0.00% | −2,952−16.0% | Reduced |
| ProShare Advisors LLC | 17,525 | $6.82K | 0.00% | +524+3.1% | Added |
| HRT Financial LP | 19,313 | $7.00K | 0.00% | −265,809−93.2% | Reduced |
| Balyasny Asset Management LLC | 18,283 | $7.11K | 0.00% | −67,945−78.8% | Reduced |
| Wells Fargo & Company | 18,723 | $7.28K | 0.00% | −1,975−9.5% | Reduced |
| Arkadios Wealth Advisors | 18,900 | $7.35K | 0.00% | +18,900 | New |
| Envestnet Asset Management Inc | 19,296 | $7.51K | 0.00% | +19,296 | New |
| The PNC Financial Services Group, Inc. | 20,000 | $7.78K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 20,501 | $8.00K | 0.00% | −6,102−22.9% | Reduced |
| Thrivent Financial for Lutherans | 20,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 20,800 | $8.09K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 21,515 | $8.37K | 0.00% | +6,515+43.4% | Added |
| Commonwealth Equity Services, LLC | 23,839 | $9.00K | 0.00% | −1,350−5.4% | Reduced |
| American Trust | 23,333 | $9.08K | 0.00% | −6,667−22.2% | Reduced |
| Arlington Capital Management, Inc. | 27,735 | $10.8K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 28,871 | $11.2K | 0.00% | +958+3.4% | Added |
| Mayflower Financial Advisors, LLC | 30,953 | $12.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 32,099 | $12.5K | 0.00% | −7,459−18.9% | Reduced |
| HighTower Advisors, LLC | 34,423 | $13.0K | 0.00% | −8,884−20.5% | Reduced |
| Credit Suisse AG | 35,250 | $13.7K | 0.00% | −21,754−38.2% | Reduced |
| Greenwich Wealth Management LLC | 35,300 | $14.0K | 0.00% | +1,800+5.4% | Added |
| Tower Research Capital LLC (TRC) | 36,760 | $14.3K | 0.00% | −556−1.5% | Reduced |
| UBS Group AG | 55,110 | $21.4K | 0.00% | +47,992+674.2% | Added |
| Qube Research & Technologies Ltd | 58,260 | $22.7K | 0.00% | −885,930−93.8% | Reduced |
| Principal Financial Group Inc | 61,331 | $23.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 62,165 | $24.2K | 0.00% | −2,956,317−97.9% | Reduced |
| Eqis Capital Management, Inc. | 62,298 | $24.2K | 0.00% | +37,249+148.7% | Added |
| Dimensional Fund Advisors LP | 65,024 | $25.3K | 0.00% | −7,887−10.8% | Reduced |
| Goldman Sachs Group Inc | 71,201 | $27.7K | 0.00% | −209,767−74.7% | Reduced |
| Mariner, LLC | 76,093 | $29.6K | 0.00% | +62,719+469.0% | Added |
| Royal Bank of Canada | 77,760 | $31.0K | 0.00% | +63,177+433.2% | Added |
| Point72 Asset Management, L.P. | 80,086 | $31.2K | 0.00% | +45,284+130.1% | Added |
| Two Sigma Securities, LLC | 90,416 | $35.2K | 0.00% | −22,772−20.1% | Reduced |
| Advisor Group Holdings, Inc. | 94,204 | $36.6K | 0.00% | −257,970−73.3% | Reduced |
| Man Group plc | – | $36.9K | 0.00% | – | – |
| Franklin Resources Inc | 98,972 | $38.5K | 0.00% | −26,028−20.8% | Reduced |
| JustInvest LLC | 109,213 | $42.5K | 0.00% | +109,213 | New |
| Keystone Financial Group | 109,897 | $42.8K | 0.01% | +3,500+3.3% | Added |
| Cedar Brook Financial Partners, LLC | 130,522 | $50.8K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 131,089 | $51.0K | 0.00% | −1,757−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 132,910 | $51.7K | 0.00% | −1,128,053−89.5% | Reduced |